Announcement: SOA releases April 2024 Exam FM passing candidate numbers.

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  • DOL Fiduciary Regulation - Where are We Now?
    DOL Fiduciary Regulation - Where are We Now? This article provides an update on ... Now? This article provides an update on Department of Labor's fiduciary regulation for retirement plans/investors ...

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    • Authors: Susan Krawczyk
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Publication Name: News Direct
    • Topics: Annuities>Group plans - Annuities; Annuities>Marketing and distribution - Annuities; Annuities>Product development - Annuities; Annuities>Variable annuities; Pensions & Retirement>Funding; Pensions & Retirement>Pension legislation and regulation
  • MaD Happenings
    MaD Happenings A ... short summary of upcoming meeting sessions, webcasts, research, and other happenings from the marketing and ...

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    • Authors: Jillian Klibanov
    • Date: May 2016
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership
    • Publication Name: News Direct
    • Topics: Actuarial Profession>Professional associations; Actuarial Profession>Professional development
  • Updated Regulations Define Eligibility for Standard Mail Rates
    DISTRIBUTORS I n June of this year the U.S. Postal Service updated the regulations defining the mate- rial that ... focused largely on the use of personal information in mailings, reflect- ing the growth in personalization ...

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    • Authors: Mitch Hisiger
    • Date: Jan 2006
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • What You Need to Know About Telemarketing and DNC Regulations - And What You Can Do About It
    (FTC). TheFTC’s Web site (www.ftc.gov) explains that the National Do-Not-Call (DNC) Registry applies to: “any ... telemar- keters who solicit consumers, often on behalf of third party sellers. It also includes sellers who ...

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    • Authors: Roger W Risley
    • Date: Sep 2005
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Insurance Brokerage Fee Income Among Bank Holding Companies In 2008
    Insurance Brokerage Fee Income Among Bank Holding Companies In 2008 Discussion of what bank ... Among Bank Holding Companies In 2008 Discussion of what bank holding companies earned in insurance brokerage ...

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    • Authors: Michael D White
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: News Direct
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance